See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,946 | $106,749-49.5% | $145,433-62.9% | $82,448-34.6% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 19.02% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,536 | $3,444-55.4% | $4,554-66.3% | $2,551-39.8% |
| Participant deferral / active EE | $10,834 | $6,519+66.2% | $7,897+37.2% | $4,139+161.7% |
| Admin fee / account holder | $1,447 | $8,390-82.8% | $13,129-89.0% | $7,234-80.0% |